Assistant Manager, Porfilio management - up to 40K, insurance

Responsibilities:

• Work with portfolio managers to ensure orders are done correctly and on time.
• Help with portfolio changes and investment tracking.
• Manage cash and fix any issues with operations and fund managers.
• Improve efficiency and support system upgrades.
• Analyze and select funds, and monitor investments.
• Prepare data for reports and presentations.
• Handle other tasks as needed.

Requirements:

• Degree in Business, Finance, Accounting, or similar.
• 5+ years in finance, preferably asset management.
• Working towards CFA or similar is a plus.
• Motivated, resilient, and independent.
• Great team player with good communication skills.
• Quick learner with attention to detail.
• Strong time and project management skills.
• Proficient in English and Chinese; Putonghua is a plus.
• Relevant license required for regulated activities.

If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer HKD1000 in Apple gift cards for every referred candidate who we place in a role. Terms & Conditions Apply. https://www.ambition.com.hk/refer-a-friend